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Drew Payne

Advisor at Lukas Total Wealth

Updated today

Location

North Little Rock, AR 72113

Credentials

Series 63, Series 65

Industry experience

5 years

About

Drew Payne is a financial advisor at Lukas Total Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Wealth Management Company and Mackenzie Barnes. Outside of financial advising, he was involved with United Traitors Disc Golf LLC from 2020 to 2022. Lukas Total Wealth provides investment advisory and financial planning services primarily to individuals and high-net-worth clients near retirement. The firm focuses on tactical asset management to address sequence-of-returns risk and employs a mix of tactical, dynamic, and strategic equity styles through third-party model portfolios.

Client services

Based on Lukas Total Wealth

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Lukas Total Wealth

Annuities Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting

Demographic focus

Based on Lukas Total Wealth

Approaching retirement Retired

Fee options

Fixed

Fixed project-based financial planning fees, negotiated per client

Percentage

$0 - $500,000: 1.95% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 0.45% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $15,000,000: 0.35% $15,000,001 - $20,000,000: 0.30% $20,000,001 - $25,000,000: 0.25% $25,000,001 - $50,000,000: 0.20% $50,000,000+: 0.10%

Commissions

Commissions on insurance products range from 1% to 10.5%; commissions on sale of gold/silver bullion

Project-based

$100 to $300 per hour, negotiated

Other

Fee-only: Hourly fees of $100 to $300 per hour; fixed project-based fees negotiated per client

Location

9792 Maumelle Blvd

North Little Rock, AR 72113

Most active in

Arkansas

Work history

David Lukas Financial

2024 - Present (2 years)

Northwestern Mutual Wealth Management Company

2023 - 2024 (1 year)

BelowPar, LLC

2023 - 2024 (1 year)

Northwestern Mutual Life Insurance Company

2023 - 2024 (1 year)

Mackenzie Barnes

2021 - 2023 (2 years)

Northwestern Mutual Investment Services LLC

2020 - 2024 (4 years)

Nathan Kinard

2020 - 2023 (3 years)

United Traitors Disc Golf LLC

2020 - 2022 (2 years)

Country Club of Little Rock

2012 - 2020 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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Roy S

CFP®, Series 63, Series 66

Little Rock, AR

Crosscurrent Wealthmanagement, LLC

Roy Stephens is a CFP® with 23 years of industry experience and is the principal advisor at Crosscurrent Wealthmanagement, LLC in Little Rock, AR. He has led the firm since 2010. In addition to his advisory role, he works as a senior business broker and holds credentials as a Master Tax Advisor and Enrolled Agent, with prior experience in real estate and broker-dealer activities. Crosscurrent WealthManagement provides discretionary portfolio management and financial planning to individuals, trusts, corporations, and foundations. The firm emphasizes ETFs and individual equities for growth, and bonds or CDs for income, managing accounts on a discretionary basis with adjustments made according to market conditions.

General retirement planning Income planning
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Elijah C

Series 63, Series 65

Little Rock, AR

Valuepoint Partners, Inc.

Elijah Cunningham is a financial advisor at Valuepoint Partners, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Valuepoint Partners since 1994. Valuepoint Partners, Inc. is a small, state-registered, fee-only investment adviser managing approximately $15.4 million for a limited client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a value-driven, contrarian investment approach across multiple separate-account strategies, emphasizing mispriced or overlooked opportunities and often utilizing convertible securities and yield-oriented instruments as alternatives to traditional fixed income.

Active portfolio management
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Bradley S

CFP®, Series 63, Series 66

Little Rock, AR

Caprock Wealth Management

Bradley Smith is a CFP® with 14 years of industry experience and is the principal of CapRock Wealth Management. He has worked previously at Meridian Investment Advisors, LPL Financial, Farmers Bank and Trust, and Magnolia Banking Corporation, where he currently serves as a director. Outside of his advisory role, he manages timberland operations through a family business, BES Enterprises. CapRock Wealth Management provides investment management and financial planning services primarily to institutional clients such as retirement plans and charitable organizations, as well as individual clients. The firm employs a mix of passive and active strategies, emphasizes asset allocation and risk management, and offers fiduciary services including retirement plan consulting.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.)
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Jason R

Series 63, Series 66

Little Rock, AR

Advanced Retirement Solutions, Inc.

Jason Redditt is a financial advisor at Advanced Retirement Solutions, Inc. in Little Rock, Arkansas, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Advanced Retirement Solutions since 2011. Outside of his advisory role, Redditt owns Workplace Financial, Inc., which is involved in the sale of life insurance and fixed annuities, and he is a partner in James and Redditt, Inc., a property and casualty insurance business. Advanced Retirement Solutions, Inc. is a fee-based advisory firm that manages portfolios for individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial and retirement planning services and employs a model-based portfolio management approach that incorporates fundamental, technical, and cyclical analysis with quarterly rebalancing.

General retirement planning Wealth management Active portfolio management
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